Add Budget Components and Fields to the Application Form Page Layout
Show the Budget component and the Funding Opportunity field on application form record
pages.
Required Editions
Available in: Lightning Experience
Available in: Nonprofit Cloud for Grantmaking and Public Sector Solutions. View edition
availability.
User Permissions
Needed
To create and edit Lightning pages in the Lightning App Builder in
Setup:
View Setup and Configuration system permission
AND
Customize
Application system permission
To customize page layouts:
Customize Application system permission
To access Grantmaking components and fields:
Grantmaking Manager permission set
You can use the Application Form object or the Individual Application object to track
applications, however, Individual Application won’t receive future platform
enhancements.
Create a Lightning record page or update an existing page for Application Form.
Drag the Budget component onto the page.
Select Budget Planning as the budget state.
To hide the Submit button for this budget state, select Hide the Submit
Budget button.
Save your changes and, if needed, activate the page for your users.
From the object management settings for Application Form, go to Page Layouts.
Select your page layout.
Drag Funding Opportunity and Budget from
the panel to the layout.
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